Business/Succession Planning

Business planning is all about exit strategies.

Whether the plan is to keep the business in the family, pass it to a key employee or sell it on the open market, proper planning is critical to identify potential buyers, realize a fair market value and protect the surviving owners. The questions of how to structure and fund the agreement are essential aspects of this process, and are frequently given too little attention until it is too late. In addition to securing the ultimate transfer of the business to the new owner, it is essential to structure the executive benefits package to attract and retain the right candidates as well as protect the business from the unexpected loss of a key team member. Cavalier Associates Marketing Consultants make sure the right questions are asked and answered, resulting in more efficient management of these three critical areas: Protection, Employee Retention and the ultimate transfer of the company to the new ownership structure.